See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,037 | $78,672+33.5% | $109,143-3.8% | $85,850+22.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 138.12% | 25.09%+113.0pp | 25.75%+112.4pp | 318.53%-180.4pp |
| Employer contribution / active EE | $1,203 | $2,735-56.0% | $3,722-67.7% | $2,565-53.1% |
| Participant deferral / active EE | $1,968 | $3,467-43.3% | $4,653-57.7% | $3,952-50.2% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |